Contingent Consideration Valuation
THE CLIENT AND THE ASK: A pharmaceutical company (the “Acquirer”) acquired a biotechnology company (the “Company”) in exchange for an upfront payment and certain payments contingent upon successful achievement of…
THE CLIENT AND THE ASK: A pharmaceutical company (the “Acquirer”) acquired a biotechnology company (the “Company”) in exchange for an upfront payment and certain payments contingent upon successful achievement of…
THE COMPANY AND THE ASK: The Company is a technology company with a business proposition to provide diagnostic services to rural India and reduce the turnaround time of getting the…
THE DEAL: Company A / The Acquirer (Company): The acquirer is a provider of interactive technology products like large-format displays and collaboration software.Company B / The Target: The target company…
Instruments Complex securities and embedded derivatives such as convertible debt, profit interests, preferred warrants, purchase options, securities that have unique characteristics, as mentioned below. Characteristics (indicative list) Warrants convertible in…
THE COMPANY: A biotechnology company (the “Company”) engaged in the development of an Influenza vaccine as its flagship product with others in the pipeline.The lead drug was in the pre-clinical…
Rashmi is a CPA, Lean Six Sigma Green Belt Certified, performance driven professional with an experience of 10 years working with Audit firms and MNCs.
She has been actively involved in multiple process transitions, stabilization, and simplification of Record to Report Operations with an impressive success in identifying process flows and increasing the productivity through continuous process improvements. She also has experience in client management, team handling with proven track records of consistent performance delivery. She has hands on experience with various ERPs and tools such as SAP, Oracle, Winshuttle and Blackline. Well versed in MIS Reporting, Documentation and Dashboards.
Rashmi loves travel and enjoys discovering new places around the world. When not working like to spend time with family, pets, fulfilling and relaxing pursuits like reading and listening to music.
Harsh has over 12 years of experience in the field of finance. He has worked in several verticals of the field of finance including credit rating, financial database management, taxation, investment banking, and business valuations. At Knowcraft Analytics, he primarily works on engagements related to financial and tax reporting. He works on business valuation requirements regarding financial reporting (ASC 718), corporate tax (IRC 409A), gift and estate planning, purchase price allocations (ASC 805), and goodwill impairment testing (ASC 350).
Before Knowcraft Harsh was associated with Copal Amba as Senior Associate, where he supported investment banks. Prior to that, he was associated with Deloitte as US Tax Consultant. Earlier he has also worked with SNL Financials and InfoAnalytica.
Hash is an MBA (with a specialization in Finance) from IBS Bangalore, ICFAI University; and holds a bachelor’s degree in commerce from Gujarat University.
Pankaj has over 15 years of rich experience in accounting, tax and finance industry serving multi-national FMCG company and finance & accounting service provider. He has strong experience in Records to Report (R2R), process due diligence, process transition and stabilization, client management, defining and reporting of KPIs, handling audit requirements, review and testing of process controls, and team handling and backup planning. He has hands-on experience working on various gamut of accounting like, General Accounting, Financial and Management Reporting, Balance-sheet Accounts Reconciliations, Accounting Process transition, flux analysis, planning and execution of month-end closure with proven track records of consistent delivery of performance.
He has hands on experience with various ERPs such as SAP (FI), UNIT4 Coda Financials, Lawson, and well versed with other industry leading tools such as Power BI, SAP BusinessObjects to generate reports and dashboards. He has successfully transitioned multiple processes related to Records to Reports, Financial and Management Reporting from different geographies. This includes transitions from the USA, Indonesia, and the Netherlands and some of the remote transitions.
At Knowcraft, Pankaj leads accounting team and spearheads the operations for clients engaged in Financial Planning & Analysis (FP&A), General Accounting and Source to Pay. He provides technical support to clients as well as team members. He holds a master’s degree in business administration and a bachelor’s degree in commerce.
Pankaj likes to draw and make sketches during leisure time. He loves to spend time with his family and friends. He finds reading self-help books, yoga and meditation refreshing.
Gnanendra Rathod has almost 15 years of experience in US, UK and Canadian Tax compliances. Prior to joining Knowcraft Analytics he worked with medium to big size CPA firms with a variety of individual clients as well as business verticals. He was part of the core team in establishing tax practice and closely worked with onshore clients to transition the process. He also managed 20+ members during his tenure on different projects.
His duties include operational aspects to keeping control over deadlines and workflow management. Also responsible for client relationship and fulfil their service line requirements.
He Holds Master of Commerce professional credential. He loved to watch movies, travel and meet with family and friends.
Roochira is a seasoned professional with close to 7 years of experience in the valuations field. At Knowcraft Analytics, she works on valuation engagements for financial and tax reporting purposes, including ESOPs, purchase price allocations and M&A advisory engagements. Her expertise extends to all aspects of the valuation process from data analysis to report preparation and she is skilled at communicating complex financial concepts to both technical and non-technical stakeholders.
Prior to joining Knowcraft, Roochira was associated PWC for close to 3 years, where she supported PWC Germany and PWC Canada with goodwill impairments (IAS 36) and preparation of valuation models for financial reporting. Prior to PWC she was working with the Deloitte Financial Advisory Services team for 2.5 years where she led several audit reviews of private equity portfolio valuations (ASC 820).
Roochira holds Masters in Business Administration with a specialization in finance from T.A Pai Management Institute, Manipal.
Kushal has more than 8.5 years of experience, with 7.0 years of experience in business valuation, primarily in the financial services, technology and the health care sector. At Knowcraft Analytics, he works on engagements regarding financial reporting (ASC 718), corporate tax (IRC 409A), gift and estate planning, purchase price allocations (ASC 805), goodwill impairment testing (ASC 350 & ASC 360), fair value measurement (ASC 820) and complex security valuation (ASC 815).
Before Knowcraft, Kushal was a part of the Business Valuation team at Deloitte Financial Advisory Services Pvt. Ltd. for 6 years, where he worked on debt valuation, equity valuation, portfolio valuation services for M&A advisory, financial reporting, tax planning, and management planning purposes. He has also worked at Accenture Services Pvt. Ltd., as an Analyst, where he provided support services for client-based application.
Kushal holds an PGDM degree from Institute of Management Technology, Ghaziabad, India and a Bachelor of Engineering in Computer Science degree from Invertis Institute of Engineering and Technology, India. He is an avid cricket lover, enjoys driving and exploring new places on holidays/ weekends.
Sahil Chhibber has been associated with Knowcraft since 2015. At Knowcraft Analytics, he has experience in performing valuation services pertaining to 409A analyses, intangible assets/purchase price allocations, estate and gift valuations, goodwill impairment, and incremental borrowing rate analyses. He also has additional valuation experience performing reports for audit and tax reviews.
Before joining Knowcraft Analytics, Sahil was associated with Barclays Bank, where he was monitoring the complex debt covenants and credit analysis for the companies based out in the United Kingdom.
Sahil holds a Certified Valuation Analyst designation (CVA) and has cleared the CFA level 2 examination conducted by the CFA Institute, U.S. He holds an MBA from the International College of Financial Planning, Delhi, and a Bachelor of Business Administration from Amity University, Noida.
Rahi has 8 years of experience in business valuations and has been associated with Knowcraft Analytics since 2015. At Knowcraft Analytics, he primarily works on engagements related to financial and tax reporting. Rahi has worked on valuation engagements across diverse scope including 409As, purchase price allocations, gift and estate planning, goodwill impairment, portfolio valuations, valuations for internal planning etc.
He has done his MBA in Finance from Institute of Management, Nirma University, Ahmedabad and graduated in Computer Science engineering from Saffrony Institute of Technology, Mehsana. He is also a CFA Level II candidate.
On a personal front, he is based out of Ahmedabad, Gujarat and enjoys reading, listening to music, and watching movies in his leisure time.
Harpreet has more than 9 years of professional experience, with more than 8 years of experience in business valuation. At Knowcraft Analytics, he leads a team of individuals working on portfolio valuations along with tax & compliance and financial reporting valuations. He works closely with clients in meeting their business valuation requirements regarding Fair Value Measurements (ASC 820, formerly SFAS 157), financial reporting (ASC 718), corporate tax (IRC 409A), gift and estate planning, etc.
Before Knowcraft, Harpreet was a part of the Monitoring and Control lending team at Barclays Shared Services for 10 months, where he was monitoring the complex debt covenants and doing credit analysis on the companies based in the United Kingdom (UK)
Harpreet is an MBA (with a specialization in Finance) from the International College of Financial Planning (ICPoP), Delhi; and holds a bachelor’s degree in commerce from the University of Kota. He has also completed Level 2 of the CFA exam, conducted by the CFA Institute (US).
He loves traveling, listening to Punjabi Music, playing Cricket, and catching up with friends and family over the weekend.
Syed has over 15 years of professional work experience in research, including primary, secondary, and market research. He also has vast experience in building public information books.
At Knowcraft, Syed leads the secondary research and report writing team and helps in drafting valuation reports for various industry sectors. In addition, he trains and mentors new joiners and is engaged in executing a variety of pilot projects involving market research. He also helps in executing investment banking projects and building CIMs working closely with clients to meet their business requirements.
Before joining Knowcraft, Syed was associated with EXL for almost a decade. Before EXL, he worked at Genisys Software.
Syed holds an MBA in Marketing from Periyar University, India, and a Bachelor’s degree in Commerce from Bangalore University, India. He loves traveling with his family and playing football with his kids over the weekend.
Priyadarshini has close to 9 years of professional experience and has been with Knowcraft Analytics since 2016. At Knowcraft Analytics, she works on valuation engagements for various financial and tax reporting purposes, including but not limited to 409As, IBRs, portfolio valuations, derivatives and complex securities, and strategic and M&A advisory engagements. She has expertise in the valuation of early-stage pharma/healthcare companies and related assets. She is also involved in the branding initiatives at Knowcraft.
Before Knowcraft, Priyadarshini was a part of the Enterprise and Business Risk Services division at Deloitte Advisory for 2.5 years, where she worked on SOX compliance, risk control matrix, and internal audit, focusing on the energy and resources industry.
Priyadarshini holds a PGDM in Financial Services from K.J Somaiya Institue of Management Studies and Research, Mumbai, and a Bachelor of Business Administration from Sardar Patel University.
Priyadarshini is passionate about social justice and feminist issues and enjoys exploring new music.
Vibha has over ten years of business valuation experience, servicing investment banking, asset management, and private equity clients, across a diverse set of sectors. She is well-versed in the life sciences industry where she has performed business valuation, impairment testing and purchase price allocation analysis across early and late-stage development companies as well as life sciences tools/diagnostics companies. She also holds strong experience in infrastructure valuations and private equity portfolio valuations.
At Knowcraft Analytics, she is responsible for supervising overall operations for clients engaged in valuations such as ASC 805, ASC 350 and IRC409A and provides technical support to clients as well as team members. Her area of focus is purchase price allocations, business valuations and sector analysis.
Prior to Knowcraft, Vibha gained in-depth experience working for over five years with EY Global Delivery Services supporting the Valuations practices for UKI and Nordics offices. She has led large engagements in purchase price allocation, impairment testing, portfolio valuations and business valuations as part of the transaction advisory services team.
Vibha holds a PGBM (Finance) from Lal Bahadur Shastri Institute of Management and a Bachelor of Commerce from Delhi University.
Vibha loves trekking, traveling and reading. She is also passionate about sports and plays badminton and volleyball.
Leena is a Certified Master NLP Practitioner & Life Coach, Certified Emotional Intelligence Professional, and a Certified Psychometric Assessment Professional. She has more than 15 years of experience as an HR Leader and Strategist in the areas of Human Resource Management, employee relations, employee engagement, compensation & benefits management, performance management, labor laws, and OD initiatives with exposure to industries such as education, telecom, media, chemical and IT.
Leena is a strategy architect credited with implementing innovative HR initiatives to streamline processes, introducing Performance Management System (PMS) and Retention System. She has a comprehensive knowledge of developing creative solutions for people development at all levels of management and formulating & implementing learning policies and programs. Before joining Knowcraft, Leena was associated with The Sandesh Limited, a vernacular media major of Gujarat. Before that, Leena was associated with a start-up that was into product development.
Leena holds an MBA in HR & Marketing and has worked as an educator for more than 5 years with business schools & management institutes.
Rajesh has more than 20 years of experience in the field of Information Technology with a focus on media and consultancy industry. His expertise lies in fundamental understanding and setup of IT infrastructure, security, software licensing, etc. At Knowcraft, Rajesh is responsible for planning IT infrastructure, security, and procurement of hardware and software licenses.
Prior to Knowcraft, Rajesh worked with Indian Express Newspapers (Mumbai) Ltd., where he set up Novel Netware servers, Windows servers and endpoints, Oracle DB backend on Linux platform and introduced Lotus Domino messaging solution.
Rajesh holds a Diploma in Electronics and Radio Engineering from AVPT Institute, Rajkot and is a Red Hat Certified Engineer (RHCE) from Red Hat, Inc.
In his free time, Rajesh likes to be with nature, solve technical problems and is a devoted Osho fan.
Hitesh is a seasoned professional with 16+ years of experience in the US and Canada tax compliance engagements. Prior to joining Knowcraft Analytics, he worked with KPMG and handled multiple tax projects. He was a part of the due diligence team and assisted his team to migrate two major engagements, wherein he streamlined the processes and built macro-based templates to bring efficiencies. He also managed a 20-member team during his tenure with KPMG.
Hitesh reviews US & Canada Individual, Corporate, Partnership, State and Local tax, Provision, and estimated returns. He also is an expert in Canada bookkeeping, expat tax, notice to reader and review engagement clients. Hitesh is also involved in learning and development efforts.
Hitesh is a Certified Public Accountant (Montana license holder) with Enrolled Agent credentials.
Amol has more than 15 years of experience serving in tax, transaction advisory services, transformation, and knowledge management roles. His analytical, multitasking, flexible leadership style, and communication skills allow him to cut the core of the business & user needs while his technical skills and project management abilities allow him to craft efficient solutions for clients. Before joining Knowcraft, Amol has had stints at reputed companies such as KPMG, EXL, and SurePrep. He has working experience with the Bid Team to support proposals working on RFX’s, be involved in scope calls, create rate cards, and drive the proposals towards a successful closure. He has also managed the HR shared services domain during his career.
At Knowcraft, Amol leads the business operations portfolio for the tax professional services and is responsible for supervising overall operations for clients engaged in US Tax compliance & Accounting services, providing technical support to clients, process improvement, and people management.
Amol is an MBA with specialization in finance and holds professional credentials for lean and six sigma green belt & business analytics. He loves to meet people, travel, and catch up with family & friends over the weekends.
Animesh has over fifteen years of public accounting experience, serving both public and private companies in a variety of industries. He serves early-stage start-ups, private equity and insurance clients. He also has strong experience in transitioning and stabilizing the processes from onsite. Animesh has hands-on experience working on various ERP software such as QuickBooks Online and Desktop, NetSuite, Odoo, Sage and is well versed with upstream and downstream ERP to generate and analyse various reports.
At Knowcraft, Animesh leads the accounting team and spearheads the operations for clients engaged in accounting, auditing and transaction advisory services and provides technical support to clients as well as team members.
Animesh holds an active Chartered Accountancy license.
Animesh loves to travel, he is passionate about exploring new places and driving. He also loves to read and likes to unwind listening to music.
Nikita has been associated with Knowcraft since 2019 and comes with 8+ years of experience in the field of Human Resources.
Prior to joining Knowcraft, she was associated with Tradebulls Securities Private Ltd., where she was responsible for recruiting, managing benefits, payroll process, onboarding, and exit procedures. She also studied the overall employee life cycle.
Nikita has completed her Masters in Business Administration with a specialization in Human Resources & Post Graduate HRM from M.S. University, Baroda.
Vivek has more than 10 years of experience spanning business valuations, equity research and financial modeling. At Knowcraft Analytics, he primarily works on engagements related to financial and tax reporting. He has rich experience in 409A, business valuations, purchase price allocation, gift and estate tax planning, goodwill impairment and stock-based compensation. Before Knowcraft, Vivek was associated with Drewry Maritime Equity Research and was engaged in equity research of global shipping companies. Prior to this, he was associated with Amba Research as an equity analyst and supported bulge bracket investment banking clients in financial modeling and valuations.
Vivek holds an MBA (Finance) from ICFAI Business School, Bangalore. He also is a CFA from the ICFAI University, India and has completed Level 2 of the CFA exam, conducted by the CFA Institute US.
Sunil Shah has more than 12 years of professional work experience in valuation catering to technology and healthcare companies. His responsibilities include managing multiple clients and building client relationships.
Prior to joining Knowcraft, Sunil worked with reputed companies such as EXL, and SNL Financial (now part of S&P Global Market Intelligence).
Sunil holds a Master of Commerce degree from Pune University, India and a Bachelor degree in Commerce from Symbiosis International University, India. He is also a Chartered Financial Analyst (ICFAI University, India). He loves to catch up on his favourite sport, Cricket, with his son over the weekends.
Saumya has more than 11 years of professional experience, with more than 10 years of experience in business valuation. At Knowcraft Analytics, she works closely with clients in meeting their business valuation requirements regarding financial reporting (ASC 718), corporate tax (IRC 409A), gift and estate planning, purchase price allocations (ASC 805), goodwill impairment testing (ASC 350), and complex security valuation (ASC 815). Saumya is also actively involved in recruiting, training and mentoring the talent at Knowcraft.
Prior to joining Knowcraft, Saumya was a senior valuation analyst at KPMG and conducted business valuation work for financial reporting purposes.
Saumya is an MBA (with specialization in Finance) from IBS Hyderabad, ICFAI University; and holds a bachelor’s degree in commerce (with honors in financial and marketing management) from Shri Ram College of Commerce, University of Delhi.
Saumya is an avid reader of fiction and classic novels and champions the cause of animal welfare.
Kritika has close to 9 years of experience in valuation and transaction advisory services, with a primary focus on life sciences and healthcare sectors. At Knowcraft Analytics, she works on valuation engagements for various financial and tax reporting purposes, including but not limited to purchase price allocations, 409As, ESOPs, derivatives and complex securities and strategic and M&A advisory engagements. She has an expertise in valuation of early-stage pharma/healthcare companies and related assets.
Prior to Knowcraft, Kritika was part of the Business Valuation team at Deloitte Financial Advisory Services for 2.5 years, where she worked on valuation engagements pertaining to purchase price allocation, goodwill impairment tests, and debt portfolio valuations. She also focused on valuation of banks and related intangible assets. At Deloitte, she also worked on audit reviews of valuation engagements.
Kritika holds an MBA from Birla Institute of Management Technology, Greater Noida, and a Bachelor of Science in Chemistry from Maharaja Sayajirao University of Baroda. She enjoys playing basketball and has participated in various national and corporate tournaments.
Kriti has been associated with Knowcraft since 2013. She has 10+ years of experience in the valuation industry, and has led engagements on various offerings including 409As, ASC 805, ASC 815, gift and estate valuations and portfolio valuations. She is also actively involved in hiring, training as well as marketing initiatives at Knowcraft.
Prior to joining Knowcraft, Kriti was associated with Deloitte Touché Tohmatsu Limited, where she worked with the real estate valuation team on engagements like audit reviews, purchase price allocations and lease advisory.
Kriti holds Masters in Business Administration with a specialization in finance from Narsee Monjee Institute of Management Studies, Mumbai.
Nishma has over fourteen years of experience in business valuation services for companies in technology, life sciences and various other industries. She has performed valuations for more than 3,000 privately held business for a variety of purposes including 409(A) compliance, gift tax, purchase price allocation, portfolios, and complex derivatives.
Before joining Knowcraft Analytics, she worked with Mindtree Ltd. where she was a senior analyst and was responsible for setting up valuation practice. Prior to Mindtree, Nishma was associated with Outsource Partners International (eventually acquired by EXL) where she was involved in valuation services for 409(A) compliance purposes.
She holds MS (Finance) from ICFAI and Bachelor of Commerce from Gujarat University.
As a mentor and advisor, Chetan has been involved with Knowcraft since its inception. He has a strong passion for coaching and mentoring and serves on the boards of several start-up companies worldwide. He is the founding member of the Pune Chapter of the Indian Angel Network and is actively involved in many other industry associations – TiE Pune (Charter Member), Software Exporters Association of Pune, Young President’s Organization (Pune Chapter). Chetan holds a Masters degree in Computer Science from the University of Pennsylvania, USA. He also holds an MBA in Finance from the University of Scranton, USA and a Bachelor degree in Commerce from Sydenham College, Mumbai University, India.
Dhara has more than 11 years of experience, with close to 8 years of experience in business valuation and investment banking roles, primarily in the life sciences and the health care sector. At Knowcraft Analytics, she works on engagements related to M&A advisory, financial and strategic advisory, financial modeling, financial reporting, tax planning, and management planning purposes.
Before Knowcraft, Dhara was a part of the Business Valuation team at Deloitte Financial Advisory Services Pvt. Ltd. for close to 4.5 years, where she worked on business valuation for M&A targeting, financial reporting, tax planning, and management planning purposes. She has also worked at Cadila Pharmaceuticals Ltd., an Indian pharma company as part of its Investment Banking team; where she worked on financial due diligence and valuation analysis for its M&A targets, as well as its greenfield and brownfield expansion.
Dhara has completed all 3 levels of the CFA exam, conducted by the CFA Institute. She holds an MBA from Indian Institute of Management, Indore, India and a Bachelor of Engineering in Information Technology from Saurashtra University, India.
Anshuman has more than 12 years of professional work experience over the entire gamut of valuation and transaction advisory services, with major emphasis in valuing technology and healthcare companies. His responsibilities include valuation and transaction advisory service experience on projects related to mergers and acquisitions, corporate tax planning, estate and gift tax, financial reporting, portfolio valuation, employee stock ownership plans and litigation. Having worked with 1000+ companies across different industries, his unique skills in business process re-engineering and transforming client businesses have assisted many companies improve ROI over time. At Knowcraft, Anshuman is responsible for the Company’s strategy planning, new initiatives, financial planning, policy formulation, CRM, operational strategies, change management, and HR / Competency development. Prior to joining Knowcraft, Anshuman served EXL where he was responsible for managing client businesses and building client relationship.
Anshuman holds CFA from the ICFAI University, India and Bachelor of Engineering from RGPV University. He has done specialization in Operations Management from Nirma University. He loves to catch up with his family, his favorite sport and books over the weekends.
Upasak has over a decade of professional work experience, with expertise in valuing life science and healthcare IT companies. At Knowcraft, he leads complex valuation and consulting engagements. Besides being an integral part of business development team, he is actively involved in recruiting and nurturing talent, which forms the backbone of Knowcraft. Prior to co-founding Knowcraft, he worked at EXL, where he pioneered transaction advisory and complex security valuation services. He has proven expertise in valuing derivatives and embedded securities using complex models, such as Lattice or Monte Carlo simulations. Upasak holds a Master of Commerce degree from Gujarat University, India and a Master of Science degree in Finance from the ICFAI University, India. Currently, he is pursuing ASA accreditation from the American Society of Appraisers. He is an avid adventure traveler.
Pratik has over a decade of professional work experience in valuation and transaction advisory services, with expertise in valuing technology companies. Having worked with 1000+ companies primarily in technology space, his unique skills in re-engineering and transforming client businesses and processes have helped many companies improve ROI over time. At Knowcraft, Pratik leads sales execution and business development efforts. He also plays a key role in mentoring teams on project execution, as well as managing portfolio valuations. Prior to co-founding Knowcraft, he has had stints at reputed companies, such as EXL, IQR Consulting and MindTree. Pratik holds a Master of Commerce degree from Gujarat University, India and a Master of Science degree in Finance from the ICFAI University, India. He loves to catch up on his favorite sport, Cricket, over the weekends.